Coppell Advisory Solutions LLC VANGUARD MALVERN FDS Transaction History

Coppell Advisory Solutions LLC

  • $944 Billion
  • Q3 2025
Number of Shares
30,441
Previous 24,061 26.52%
Holding current value
$2.39 Billion
Previous $1.86 Billion 28.31%
% of portfolio
0.25%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
6,380 Added 26.52%
30,441 $2.39 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
5,711 Added 31.12%
24,061 $1.86 Billion
Q1 2025

May 15, 2025
BUY
N/A
18,350 New
18,350 $1.42 Billion
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